Glenn Andrews
Advisor at BMA Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BMA Advisors, LLC
Location
Indio, CA
Credentials
Series 63, Series 65, Series 66
Industry experience
16 years
About
Glenn Andrews is a financial advisor at BMA Advisors, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with BMA Advisors since 2009. BMA Advisors, LLC provides discretionary investment management for individuals, trusts, retirement accounts, corporations, charities, and institutions. The firm employs an active, value-disciplined approach focusing on domestic and select international equities, ETFs, government securities, and mutual funds, using quantitative screening and a proprietary scoring system to identify undervalued opportunities.
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Account minimum: $100,000
Location
Indio, CA
Most active in
Glenn A has reported serving >5 clients in these states in the last 12 months.
California · Louisiana
Work history
BMA Advisors, LLC
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Pamela P
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
George H
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
Robert P
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
Nolan S
CFP®, Series 63, Series 65
Palm Desert, CA
Desert Financial Planning
Richard C
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
Christian C
CFP®, Series 63, Series 66
Rancho Mirage, CA
ReLion Assets Management, LLC
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